5/14/2024 | Sentinel Pension Advisors Inc. | 9,230 | $217K | 0.0% | N/A | 0.215% | |
5/2/2024 | First Command Advisory Services Inc. | 2,150 | $50K | 0.0% | N/A | 0.050% | |
4/30/2024 | Foundry Financial Group Inc. | 10,533 | $247K | 0.2% | N/A | 0.245% | |
4/29/2024 | Commonwealth Equity Services LLC | 163,072 | $3.83M | 0.0% | +13.6% | 3.792% | |
4/26/2024 | MONECO Advisors LLC | 13,502 | $317K | 0.1% | +4.4% | 0.314% | |
4/23/2024 | Precedent Wealth Partners LLC | 49,431 | $1.16M | 0.5% | +29.1% | 1.150% | |
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4/18/2024 | Silverlake Wealth Management LLC | 10,997 | $258K | 0.1% | N/A | 0.256% | |
4/12/2024 | CGN Advisors LLC | 63,101 | $1.48M | 0.2% | -32.5% | 1.467% | |
4/10/2024 | Sterling Financial Group Inc. | 22,013 | $517K | 0.2% | -75.8% | 0.512% | |
4/1/2024 | Confluence Investment Management LLC | 287,790 | $6.76M | 0.1% | N/A | 7.195% | |
3/22/2024 | Cooksen Wealth LLC | 15,048 | $357K | 0.4% | N/A | 0.376% | |
3/13/2024 | MONECO Advisors LLC | 12,928 | $307K | 0.1% | N/A | 0.323% | |
2/16/2024 | Hobbs Group Advisors LLC | 30,653 | $728K | 0.3% | N/A | 0.766% | |
2/8/2024 | Beacon Pointe Advisors LLC | 10,671 | $253K | 0.0% | N/A | 0.267% | |
2/6/2024 | Private Advisor Group LLC | 16,097 | $382K | 0.0% | N/A | 0.402% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 14,133 | $336K | 0.0% | N/A | 0.353% | |
2/5/2024 | Savant Capital LLC | 28,463 | $676K | 0.0% | -13.4% | 0.712% | |
2/5/2024 | MONECO Advisors LLC | 12,928 | $307K | 0.1% | N/A | 0.323% | |
2/2/2024 | Addison Advisors LLC | 14,815 | $352K | 0.1% | -12.3% | 0.370% | |
1/31/2024 | Key Financial Inc | 60,856 | $1.45M | 0.4% | +38.3% | 1.521% | |
1/30/2024 | Avior Wealth Management LLC | 8,228 | $195K | 0.0% | -35.2% | 0.206% | |
1/24/2024 | Venture Visionary Partners LLC | 25,242 | $600K | 0.0% | -10.3% | 0.631% | |
1/18/2024 | Precedent Wealth Partners LLC | 38,301 | $910K | 0.5% | N/A | 0.982% | |
1/17/2024 | Sterling Financial Group Inc. | 90,902 | $2.16M | 1.3% | -27.2% | 2.331% | |
1/17/2024 | Bill Few Associates Inc. | 11,147 | $265K | 0.1% | N/A | 0.286% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,656 | $206K | 0.0% | -44.5% | 0.222% | |
1/16/2024 | Raymond James & Associates | 30,127 | $716K | 0.0% | +123.9% | 0.772% | |
1/16/2024 | Valicenti Advisory Services Inc. | 8,425 | $200K | 0.1% | N/A | 0.216% | |
1/8/2024 | Horizons Wealth Management | 18,919 | $449K | 0.3% | +6.7% | 0.526% | |
1/5/2024 | CGN Advisors LLC | 93,550 | $2.22M | 0.3% | +4.6% | 2.599% | |
11/13/2023 | Asset Dedication LLC | 24,205 | $544K | 0.0% | +2.9% | 0.756% | |
11/13/2023 | LPL Financial LLC | 164,523 | $3.71M | 0.0% | +9.0% | 5.141% | |
11/7/2023 | Addison Advisors LLC | 16,895 | $381K | 0.2% | +33.2% | 0.528% | |
11/7/2023 | Savant Capital LLC | 32,850 | $740K | 0.0% | +3.7% | 1.027% | |
11/1/2023 | Key Financial Inc | 43,991 | $991K | 0.3% | +36.2% | 1.375% | |
10/24/2023 | Raymond James & Associates | 13,457 | $303K | 0.0% | +38.9% | 0.434% | |
10/23/2023 | Commonwealth Equity Services LLC | 54,574 | $1.23M | 0.0% | +7.5% | 1.760% | |
10/19/2023 | Sterling Financial Group Inc. | 124,847 | $2.81M | 1.8% | +5.3% | 4.027% | |
10/17/2023 | Avior Wealth Management LLC | 12,697 | $286K | 0.0% | +5.8% | 0.410% | |
10/13/2023 | CGN Advisors LLC | 89,424 | $2.02M | 0.3% | +7.5% | 2.981% | |
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10/13/2023 | Venture Visionary Partners LLC | 28,140 | $634K | 0.0% | -7.1% | 0.938% | |
10/12/2023 | Horizons Wealth Management | 17,723 | $399K | 0.3% | +21.6% | 0.591% | |
10/10/2023 | Confluence Investment Management LLC | 292,256 | $6.58M | 0.1% | -0.7% | 9.742% | |
9/7/2023 | Sterling Financial Group Inc. | 118,553 | $2.77M | 1.8% | +822.6% | 4.088% | |
8/22/2023 | Asset Dedication LLC | 23,534 | $552K | 0.0% | +26.4% | 0.812% | |
8/3/2023 | Addison Advisors LLC | 12,685 | $296K | 0.1% | N/A | 0.437% | |
8/2/2023 | Bank of Montreal Can | 21,772 | $513K | 0.0% | N/A | 0.751% | |
8/1/2023 | Dover Advisors LLC | 21,890 | $512K | 0.5% | N/A | 0.755% | |
8/1/2023 | Cookson Peirce & Co. Inc. | 9,764 | $228K | 0.0% | N/A | 0.337% | |
7/31/2023 | LPL Financial LLC | 150,905 | $3.53M | 0.0% | +23.9% | 5.204% | |
7/31/2023 | Koss Olinger Consulting LLC | 11,317 | $264K | 0.0% | N/A | 0.390% | |
7/28/2023 | Key Financial Inc | 32,291 | $755K | 0.3% | +58.4% | 1.113% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 15,602 | $365K | 0.0% | N/A | 0.538% | |
7/25/2023 | Raymond James & Associates | 9,691 | $226K | 0.0% | N/A | 0.334% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 11,998 | $280K | 0.0% | +23.5% | 0.414% | |
7/14/2023 | Venture Visionary Partners LLC | 30,289 | $708K | 0.0% | -4.2% | 1.044% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,825 | $230K | 0.0% | N/A | 0.339% | |
7/10/2023 | CGN Advisors LLC | 83,161 | $1.94M | 0.3% | +6.8% | 2.868% | |
7/7/2023 | Legacy Private Trust Co. | 21,505 | $503K | 0.0% | -35.0% | 0.742% | |
7/3/2023 | Horizons Wealth Management | 14,570 | $341K | 0.2% | +20.2% | 0.502% | |
7/3/2023 | Confluence Investment Management LLC | 294,366 | $6.88M | 0.1% | -2.4% | 10.151% | |
5/10/2023 | LPL Financial LLC | 121,773 | $2.88M | 0.0% | +205.7% | 4.199% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 9,713 | $230K | 0.0% | N/A | 0.335% | |
5/3/2023 | Savant Capital LLC | 31,669 | $749K | 0.0% | N/A | 1.092% | |
5/2/2023 | Key Financial Inc | 20,386 | $482K | 0.2% | +258.5% | 0.703% | |
4/25/2023 | NorthCrest Asset Manangement LLC | 9,734 | $230K | 0.0% | N/A | 0.336% | |
4/24/2023 | Asset Dedication LLC | 18,619 | $442K | 0.0% | +2.8% | 0.642% | |
4/19/2023 | Carmel Capital Partners LLC | 6,000 | $142K | 0.1% | N/A | 0.207% | |
4/13/2023 | Venture Visionary Partners LLC | 31,630 | $748K | 0.0% | +14.9% | 1.091% | |
4/12/2023 | Legacy Private Trust Co. | 33,075 | $783K | 0.1% | N/A | 1.141% | |
4/6/2023 | Horizons Wealth Management | 12,123 | $287K | 0.2% | +24.5% | 0.418% | |
4/4/2023 | CGN Advisors LLC | 77,891 | $1.84M | 0.3% | +31.6% | 2.686% | |
4/4/2023 | Confluence Investment Management LLC | 301,684 | $7.14M | 0.1% | +1.0% | 10.403% | |
2/9/2023 | Venture Visionary Partners LLC | 27,530 | $640K | 0.0% | -18.8% | 1.101% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 6,880 | $160K | 0.0% | +138.9% | 0.275% | |
2/7/2023 | LPL Financial LLC | 39,835 | $925K | 0.0% | +104.6% | 1.593% | |
2/7/2023 | Envestnet Asset Management Inc. | 15,835 | $368K | 0.0% | N/A | 0.633% | |
1/24/2023 | Royal Harbor Partners LLC | 19,804 | $460K | 0.3% | -16.1% | 0.825% | |
1/20/2023 | S.C. Financial Services Inc. | 9,623 | $224K | 0.3% | N/A | 0.401% | |
1/19/2023 | Asset Dedication LLC | 18,119 | $420K | 0.0% | +37.2% | 0.755% | |
1/9/2023 | CGN Advisors LLC | 59,204 | $1.38M | 0.2% | +42.6% | 2.574% | |
1/4/2023 | Confluence Investment Management LLC | 298,840 | $6.94M | 0.1% | N/A | 24.903% | |
1/3/2023 | Horizons Wealth Management | 9,741 | $226K | 0.2% | +337.6% | 0.812% | |
11/8/2022 | Cookson Peirce & Co. Inc. | 9,323 | $208K | 0.0% | -29.3% | 0.777% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 2,880 | $64K | 0.0% | N/A | 0.288% | |
10/27/2022 | Asset Dedication LLC | 13,206 | $295K | 0.0% | +13.8% | 1.321% | |
10/18/2022 | CGN Advisors LLC | 41,519 | $926K | 0.2% | +16.4% | 4.613% | |
8/19/2022 | Horizons Wealth Management | 2,226 | $53K | 0.0% | N/A | 0.247% | |
8/8/2022 | Eqis Capital Management Inc. | 9,768 | $227K | 0.0% | -6.8% | 1.085% | |
7/27/2022 | Garrett Investment Advisors LLC | 35,655 | $829K | 0.2% | N/A | 3.962% | |
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7/20/2022 | Cookson Peirce & Co. Inc. | 13,196 | $307K | 0.0% | -7.3% | 1.466% | |
7/19/2022 | Asset Dedication LLC | 11,604 | $269K | 0.0% | -7.9% | 1.289% | |
7/18/2022 | NorthCrest Asset Manangement LLC | 9,734 | $226K | 0.0% | N/A | 1.082% | |
5/4/2022 | Advisor Group Holdings Inc. | 24,394 | $591K | 0.0% | +11.9% | 2.710% | |
5/3/2022 | Cookson Peirce & Co. Inc. | 14,236 | $345K | 0.0% | -4.5% | 1.582% | |
4/27/2022 | Key Financial Inc | 5,686 | $138K | 0.1% | +1,676.9% | 0.632% | |
4/21/2022 | Asset Dedication LLC | 12,594 | $306K | 0.0% | +41.7% | 1.399% | |
2/9/2022 | NorthCrest Asset Manangement LLC | 9,734 | $255K | 0.0% | N/A | 1.217% | |
2/3/2022 | Advisor Group Holdings Inc. | 21,807 | $572K | 0.0% | +67.5% | 2.726% | |
1/31/2022 | Cookson Peirce & Co. Inc. | 14,906 | $390K | 0.0% | +35.2% | 1.863% | |